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Members Annali Cler, Anthony Hill, and Shane Legatzke won 1st place at the St. Louis Local CFA Research Challenge. The team beat five other student analyst teams, representing Washington University in St. Louis, Lindenwood University, University of Missouri – St. Louis, Southeastern Illinois University – Carbondale, and Saint Louis University.

The Bulldog Student Investment Fund will be hosting its first Financial Literacy Week this upcoming February 8th – 12th! This series of events is designed to promote education and conversation about money management and personal finance topics as well as to give students an introduction into savings and investing. Events are free of charge and open to all Truman students.

Monday 2/8: Monopoly
Enjoy a night of friendly competition with this classic strategy board game as your test your hand at capitalism and learn a bit more about the economy.
7:00 pm, SUB Georgian C

BSIF found success a second time at the local level of the CFA Research Challenge. Student Analysts Annali Cler, Anthony Hill, and Shane Legatzke went on to compete in the Americas Regional final in Seattle, WA.

The BSIF Team placed first at the local CFA Institute Research Challenge in St. Louis and competed nationally in Atlanta, GA. Pictured are Student Analysts David Shoko, Lasse Fuss, and Sam Lohmeyer, along with Faculty Advisor Chuck Boughton.

In the Bulldog Student Investment Fund, student members work together to manage real money generously provided by Truman’s endowment and Alumni donations. The fund provides practice and hands-on experiences in equity security analysis and portfolio construction. The fund also engages the students with an Economics background in market research teams to provide everyone with an overall macro/microeconomic outlook of the investment environment. It will allow students to participate in all aspects of managing an endowment, including portfolio construction, asset allocation, investment policy statement maintenance and development, equity security analysis and performance reporting.

The Bulldog Student Investment Fund is sponsored by the School of Business with financial support from the Truman State University Foundation.